Understanding Estate Planning: Wills, Trusts & Legacy Planning

Are your affairs in order? Whether you're planning for peace of mind or ensuring your family's future is protected, this comprehensive Estate Planning Discussion is designed to help you make informed decisions.

Join Co-Founder Troy Sharpe and attorney Tonya Knauth as we break down the key components of estate planning in a clear, conversational format.

💼 Topics We'll Cover:

• Wills vs. Living Trusts — what's right for you?
  • Power of Attorney
  • Guardianship: making crucial decisions
• Revocable vs. Irrevocable Trusts
  • Key differences & real-world pros/cons
• Testamentary Trusts & Legacy Planning
  • Asset Protection: safeguarding what you’ve built
• Gifting: to children or beneficiaries outside the family
• Probate Administration: what to expect
  • Common mistakes to avoid & important provisions to include

Whether you're starting fresh or reviewing an existing plan, this discussion is for you.